Case Study
Enhance lead management process, ActiveCampaign integration
Suboptimal utilization of Salesforce led to a revenue growth opportunity, which was addressed by optimizing the Salesforce implementation, resulting in significant revenue growth.
engagement type
Estimated Project
product
Sales Cloud
industry
High Tech
Vultr provides frictionless provisioning of public cloud, storage, and single-tenant bare metal.
Overview
- Key Challenges: Suboptimal utilization of Salesforce
- Key Solutions: Optimized the Salesforce implementation
- Key Impact: Significantly improved revenue growth
challenges
- Underutilization of Salesforce’s capabilities
- ARR and MRR calculations were manual and error-prone
- Scattered data due to multiple lead-gen apps that weren’t tied into Salesforce
- Poor user adoption due to lack of knowledge
Solutions
- Redesigned and mapped existing contact forms to Salesforce
- Modified Lead Stages, Opportunity Stages, and Lead Conversion process
- Integrated ActiveCampaign and other lead generation platforms with Salesforce
- Personalized and simplified user training session
Impact
- Unified data management: visibility into lead details and status
- Enhanced sales process: significant rise in revenue growth
- Increase in user adoption: improvement in productivity